Paraplanner

Perm, £30 - £40K DOE
Tewkesbury
Apply for this job ref: HO1040

Are you an ambitious Paraplanner? Do you want to be part of a business offering career and growth opportunities? Would you like to work in a collaborative environment?

If so, please get in touch with us today!

Our client, an established and very highly regarded IFA with a reputation amongst HNW clients, is looking for a Paraplanner to join their team.

The post holder will be working closely with advisors to ensure a seamless service to the client base and will have lots of client interaction, both over the phone and face to face, as well as undertaking all the administrative and compliance duties associated with being a Paraplanner.

Whilst some experience as a Paraplanner is essential, qualifications would be a plus. You should though be willing and able to conduct bespoke whole of market fund research and analysis, portfolio and risk analysis, preparation of recommendations to clients as well as having the right attitude to support ad-hoc projects when required.

You will have excellent communication and IT skills a collaborative and inclusive approach to work as well as knowledge of the importance of compliance for the firm and their clients.

In return our clients offer an incredibly friendly working environment where you will be treated as an integral team member from day one.

Please apply by providing a recent and relevant CV and we promise to get back to you.

*Hooray is acting as an agency on behalf of the client for this position.

*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.

*DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C’s APPLY!